Sales

New Quote
To quickly add a quote, use the new quote shortcut, to take you straight to the add Quote detail screen. Entered the required Quote, Task and Product (or...
Mon, 8 Jun, 2020 at 11:52 AM
Quotes
The Quote Dashboard in WorkGuru provides a complete summary of your current, expired and active quotes as well as their value.  From this Quote Dashboar...
Mon, 8 Jun, 2020 at 11:49 AM
Lead Tracker
The lead dashboard is where you can manage you active leads.   You can view the leads broken down by: Current, Won, Lost, All Lead Category Stage And ...
Mon, 8 Jun, 2020 at 11:55 AM
New Lead
To quickly add a new Lead, use the New Lead shortcut, to take you straight to the Add Lead detail screen. Entered the required Client and Lead informatio...
Mon, 8 Jun, 2020 at 11:54 AM